Estate Planning 101: What is a Revocable Trust and Should I Have One?
Date
June 28, 2018 @ 6:00 pm
Venue
Ithaca, NY
June 28, 2018 @ 6:00 pm
Ithaca, NY
Location: Ithaca, NY
This event has reached capacity and registration is no longer available. Please contact Steve Dolan at stevedolanhr@gmail.com if you would like to be added to the wait list for this event.
Thursday, June 28, 2018
6:00 p.m. – 7:30 p.m.
Miller Mayer Law Office
215 E. State Street, Suite 200
Ithaca, NY 14850
$20 per person*
Limited to 30 attendees
Kim Rothman ‘00, Harvard Law ‘03, a Partner at Miller Mayer, LLP and the head of the Trusts and Estates Group, will discuss the key considerations and steps involved in creating a comprehensive estate plan. She will focus on the differences between using a Will versus a Revocable Trust in estate planning, and under what circumstances each type of planning is most advantageous. Regardless of what stage you are at in the estate planning process, from just getting started, to just adding the finishing touches, this seminar will have something for you. From the nuts and bolts of how estate plans are implemented after death, to the reasons all parents of young children should have an estate plan, to the pitfalls Kim has encountered in her 10+ years of practice, to the simple (free!) steps you can take at any age to ensure the efficient administration of your assets after death, this seminar is meant to bring clarity and simplicity to a topic many people approach with confusion and trepidation.
For event questions, please contact Steve Dolan at stevedolanhr@gmail.com.
For event registration questions, please contact Donna Carl at dc37@cornell.edu.
*All registration proceeds from this event will go directly to the
Cornell Club of Ithaca’s Scholarship fund to support an Ithaca-area
student annually with our endowed Arlene Sadd ’34 Cornell Tradition
Fellowship.